Battery Global Advisors’s PepsiCo PEP Stock Holding History

Battery Global Advisors’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$51.5K	Buy	380 +3	+0.8%	+$449	0.03%	82
2026 Q1	$58.6K	Buy	377 +4	+1%	+$623	0.03%	72
2025 Q4	$54K	Hold	373	–	–	0.03%	77
2025 Q3	$52.3K	Buy	373 +3	+0.8%	+$428	0.02%	71
2025 Q2	$48.9K	Buy	370 +3	+0.8%	+$404	0.02%	70
2025 Q1	$55.1K	Buy	367 +4	+1%	+$595	0.03%	67
2024 Q4	$55.7K	Hold	363	–	–	0.03%	65
2024 Q3	$61.7K	Buy	+363	New	+$62.4K	0.03%	63

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Battery Global Advisors's PEP Position: Q2 2026 in Review

Battery Global Advisors increased its PepsiCo (PEP) stake by 0.8% in Q2 2026, buying an estimated $449 and bringing the position to 380 shares worth $51.5K. The position accounts for 0.03% of the portfolio, ranked #82.

Battery Global Advisors first reported a position in PEP in Q3 2024 and has held it in 8 quarters since. The position peaked at $61.7K in Q3 2024. 3,405 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Battery Global Advisors held 380 shares of PepsiCo worth $51.5K as of Q2 2026.
Battery Global Advisors bought 3 PepsiCo shares in Q2 2026, an estimated $449.
PepsiCo made up 0.03% of Battery Global Advisors's portfolio in Q2 2026, its #82 holding.
Battery Global Advisors first reported a position in PepsiCo in Q3 2024 and has held it in 8 quarters since.
Battery Global Advisors's PepsiCo position peaked at $61.7K in Q3 2024.
3,405 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Battery Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.